ANGELO GORDON & CO., L.P. Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$545.4B
Holdings
182
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (182 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NOGNORTHERN OIL AND GAS INC MN | 5,113,784 | $157.6B | 28.90% | |
| 2 | HOUSANYWHERE REAL ESTATE INC | 9,476,405 | $60.6B | 11.10% | |
| 3 | DISH 3.375 08/15/26DISH NETWORK CORPORATION | 42,330,000 | $26.5B | 4.86% | |
| 4 | —NCL CORP LTD | 18,250,000 | $21.2B | 3.89% | |
| 5 | —PROFRAC HLDG CORP | 800,000 | $20.2B | 3.70% | |
| 6 | RBC 5 10/15/24 ARBC BEARINGS INC | 165,000 | $17.0B | 3.11% | |
| 7 | SJR/BEURSHAW COMMUNICATIONS INC | 445,000 | $12.8B | 2.35% | |
| 8 | —INSIGHT ACQUISITION CORP | 1,176,000 | $11.9B | 2.17% | |
| 9 | AAWWUSDATLAS AIR WORLDWIDE HLDGS IN | 92,000 | $9.3B | 1.70% | |
| 10 | —SITIO ROYALTIES CORP | 311,570 | $9.0B | 1.65% | |
| 11 | SJIEURSOUTH JERSEY INDS INC | 234,700 | $8.3B | 1.53% | |
| 12 | CLVTCLARIVATE PLC | 202,704 | $7.7B | 1.41% | |
| 13 | —CONYERS PARK III ACQSITN COR | 750,000 | $7.4B | 1.36% | |
| 14 | SGFYGBPSIGNIFY HEALTH INC | 210,400 | $6.0B | 1.11% | |
| 15 | —INSIGHT ACQUISITION CORP | 587,999 | $5.9B | 1.09% | |
| 16 | FT2FIRST HORIZON CORPORATION | 216,400 | $5.3B | 0.97% | |
| 17 | CNK 4.5 08/15/25CINEMARK HLDGS INC | 5,500,000 | $5.3B | 0.96% | |
| 18 | —WARBURG PINCUS CAPTAL CORP I | 500,000 | $5.0B | 0.92% | |
| 19 | —FUTURE HEALTH ESG CORP | 490,000 | $4.9B | 0.91% | |
| 20 | ATVIEURACTIVISION BLIZZARD INC | 56,400 | $4.3B | 0.79% | |
| 21 | —POST HOLDINGS PARTNERING COR | 426,310 | $4.2B | 0.78% | |
| 22 | —TARGET GLOBAL ACQUISI I CORP | 400,000 | $4.1B | 0.75% | |
| 23 | NEE 5.279 03/01/23NEXTERA ENERGY INC | 75,000 | $3.8B | 0.70% | |
| 24 | —1LIFE HEALTHCARE INC | 221,700 | $3.7B | 0.68% | |
| 25 | —NORTHERN GENESIS ACQU CORP I | 325,000 | $3.3B | 0.60% | |
| 26 | —ORION BIOTECH OPPORTUNTES CO | 300,000 | $3.0B | 0.55% | |
| 27 | ZURAJATT ACQUISITION CORP | 286,694 | $2.9B | 0.54% | |
| 28 | EXAS 0.375 03/15/27EXACT SCIENCES CORP | 3,500,000 | $2.9B | 0.53% | |
| 29 | AJRDEURAEROJET ROCKETDYNE HLDGS INC | 50,000 | $2.8B | 0.51% | |
| 30 | AAL 6.5 07/01/25AMERICAN AIRLINES GROUP INC | 2,500,000 | $2.6B | 0.48% | |
| 31 | —VECTOR ACQUISITION CORP II | 250,000 | $2.5B | 0.46% | |
| 32 | TXNMPNM RES INC | 50,709 | $2.5B | 0.45% | |
| 33 | —CONYERS PARK III ACQSITN COR | 249,999 | $2.5B | 0.45% | |
| 34 | HZNPHORIZON THERAPEUTICS PUB L | 20,000 | $2.3B | 0.42% | |
| 35 | TSEMTOWER SEMICONDUCTOR LTD | 48,800 | $2.1B | 0.39% | |
| 36 | MITTAG MTG INVT TR INC | 382,457 | $2.0B | 0.37% | |
| 37 | —FINTECH EVOLUTION ACQUIS GRO | 200,000 | $2.0B | 0.37% | |
| 38 | —KISMET ACQUISITION TWO CORP | 200,000 | $2.0B | 0.37% | |
| 39 | —ESM ACQUISITION CORPORATION | 200,000 | $2.0B | 0.37% | |
| 40 | —NORTHERN STAR INVSTMNT CORP | 200,000 | $2.0B | 0.37% | |
| 41 | XPROEXPRO GROUP HOLDINGS NV | 108,741 | $2.0B | 0.36% | Call |
| 42 | AIMCUSDALTRA INDL MOTION CORP | 32,000 | $1.9B | 0.35% | |
| 43 | LUVSOUTHWEST AIRLS CO | 54,600 | $1.8B | 0.34% | |
| 44 | —CF ACQUISITION CORP IV | 163,763 | $1.7B | 0.31% | |
| 45 | —KLUDEIN I ACQUISITION CORP | 149,999 | $1.5B | 0.28% | |
| 46 | —FORTRESS CAPITAL ACQUISITION | 150,000 | $1.5B | 0.28% | |
| 47 | —INDEPENDENCE HOLDINGS CORP | 150,000 | $1.5B | 0.28% | |
| 48 | —THUNDER BRDG CAP PRTNRS IV I | 150,000 | $1.5B | 0.27% | |
| 49 | —POST HOLDINGS PARTNERING COR | 142,103 | $1.4B | 0.26% | |
| 50 | —ORBITAL INFRASTRUCTURE GRP I | 7,152,075 | $1.4B | 0.26% | |
| 51 | —CORNER GROWTH ACQUISITN CORP | 133,333 | $1.4B | 0.25% | |
| 52 | —TARGET GLOBAL ACQUISI I CORP | 133,333 | $1.4B | 0.25% | |
| 53 | EVTLVERTICAL AEROSPACE LTD | 400,000 | $1.4B | 0.25% | |
| 54 | —SCION TECH GROWTH II | 133,333 | $1.3B | 0.25% | |
| 55 | TWLVTWELVE SEAS INVESTMENT CO II | 133,332 | $1.3B | 0.25% | |
| 56 | —KAIROS ACQUISITION CORP | 125,000 | $1.3B | 0.23% | |
| 57 | SWCHFSIERRA WIRELESS INC | 39,960 | $1.2B | 0.21% | |
| 58 | —EXCELFIN ACQUISITION CORP | 100,000 | $1.0B | 0.19% | |
| 59 | KRSPRICE ACQUISITION CORP II | 100,000 | $1.0B | 0.19% | |
| 60 | —JUNIPER II CORP | 100,000 | $1.0B | 0.19% | |
| 61 | —VMG CONSUMER ACQUISITION COR | 100,000 | $1.0B | 0.19% | |
| 62 | GTLS 6.75 12/15/25 BCHART INDS INC | 20,000 | $1.0B | 0.19% | |
| 63 | —PERIDOT ACQUISITION CORP II | 100,000 | $1.0B | 0.19% | |
| 64 | —TZP STRATEGIES ACQUISTN CORP | 100,000 | $1.0B | 0.19% | |
| 65 | —CC NEUBERGER PRINCIPAL HOLDN | 100,000 | $1.0B | 0.19% | |
| 66 | —WARBURG PINCUS CAPTAL CORP I | 100,000 | $1.0B | 0.19% | |
| 67 | —ROSECLIFF ACQUISITION CORP I | 99,999 | $1.0B | 0.19% | |
| 68 | —TAILWIND INTERNATNAL ACQ COR | 100,000 | $1.0B | 0.18% | |
| 69 | —LEAD EDGE GROWTH OPRTUNTS LT | 100,000 | $1.0B | 0.18% | |
| 70 | —ARES ACQUISITION CORPORATION | 100,000 | $1.0B | 0.18% | |
| 71 | PUCKGOAL ACQUISITIONS CORP | 100,000 | $1.0B | 0.18% | |
| 72 | —SOCIAL CAP SUVRETTA HLDS CRP | 100,000 | $1.0B | 0.18% | |
| 73 | —SOCIAL CAP SUVRETTA HLDS CP | 100,000 | $1.0B | 0.18% | |
| 74 | —FUSION ACQUISITION CORP II | 100,000 | $1.0B | 0.18% | |
| 75 | —FOREST ROAD ACQUISITION COR | 100,000 | $1.0B | 0.18% | |
| 76 | —FRONTIER INVESTMENT CORP | 99,999 | $1.0B | 0.18% | |
| 77 | —FAST ACQUISITION CORP II | 100,000 | $1.0B | 0.18% | |
| 78 | —MEDTECH ACQUISITION CORP | 95,808 | $961.0M | 0.18% | |
| 79 | —FTAC ZEUS ACQUISITION COR | 91,925 | $925.7M | 0.17% | |
| 80 | ERICERICSSON | 157,500 | $919.8M | 0.17% | |
| 81 | AVYA 2.25 06/15/23AVAYA HLDGS CORP | 23,479,000 | $880.5M | 0.16% | |
| 82 | —INFINITE ACQUISITION CORP | 80,000 | $820.0M | 0.15% | |
| 83 | —NORTHERN GENESIS ACQU CORP I | 81,250 | $815.8M | 0.15% | |
| 84 | TGNATEGNA INC | 37,600 | $796.7M | 0.15% | |
| 85 | —PATRIA LATIN AMRCN OPPRNTY A | 75,000 | $775.5M | 0.14% | |
| 86 | —JATT ACQUISITION CORP | 75,000 | $765.8M | 0.14% | |
| 87 | —RMG ACQUISITION CORP III | 75,000 | $756.4M | 0.14% | |
| 88 | —BLEUACACIA LTD | 75,000 | $754.5M | 0.14% | |
| 89 | SPMCSOUND POINT ACQUISITION CORP | 70,000 | $721.7M | 0.13% | |
| 90 | —PATHFINDER ACQUISITION CORP | 70,000 | $704.9M | 0.13% | |
| 91 | —KISMET ACQUISITION TWO CORP | 66,666 | $672.7M | 0.12% | |
| 92 | —ESM ACQUISITION CORPORATION | 66,666 | $672.7M | 0.12% | |
| 93 | —FTAC HERA ACQUISITION CORP | 62,500 | $631.9M | 0.12% | |
| 94 | —ORION BIOTECH OPPORTUNTES CO | 60,000 | $603.0M | 0.11% | |
| 95 | PAYAUSDPAYA HOLDINGS INC | 74,243 | $584.3M | 0.11% | |
| 96 | —GOGREEN INVESTMENTS CORP | 50,000 | $519.0M | 0.10% | |
| 97 | —TALON 1 ACQUISITION CORP | 50,000 | $518.5M | 0.10% | |
| 98 | —ICONIC SPORTS ACQUISITION CO | 50,000 | $517.0M | 0.09% | |
| 99 | —TRINE II ACQUISITION CORP | 50,000 | $515.3M | 0.09% | |
| 100 | —EXCELFIN ACQUISITION CORP | 50,000 | $513.0M | 0.09% |
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